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What are the Fees?
Onboarding (one-time) | Base Fee Per/Yr | Platform Fee BPS Per/Yr | Service Fee Per/Par/Yr | Financial Consultant BPS Per/Yr | 3(16) Fiduciary BPS Per/Yr | 3(38) Investment BPS Per/Yr |
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Disclosure: Plan fee information is obtained from service providers and provided as a general pricing proposal. Pricing may vary and is not guaranteed. Individual selection of investments fees will depend on investments selected, which range from as low as 2 basis point to average 0.21%. Illustration above does not include the no employer audit fee. Data may not be relied upon to satisfy any regulatory fee disclosure requirements. A detailed pricing proposal should be reviewed carefully prior to making final provider selections. Actual service provider and advisor/consultant fees will be subject to individual contractual terms.